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Global ESG Disclosure Standards for Investment Products

The Global ESG Disclosure Standards for Investment Products are the first global voluntary standards for disclosing how an investment product considers ESG issues in its objectives, investment process, and stewardship activities.

  • arrows pointing both ways icon Relevant

    Helps investors, consultants, advisors, and distributors better understand, compare, and evaluate investment products and diminishes the potential for “greenwashing.”

  • connections icon Flexible

    Designed to accommodate the full range of investment vehicles, asset classes, and ESG approaches offered in markets around the world.

  • bridge icon Complementary

    Addresses current gaps in regulation and helps harmonize disclosure practices in different markets.

     

Standards and Interpretive Guidance

The following documents contain the specific requirements and recommendations for complying with the ESG Disclosure Standards.

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Global ESG Disclosure Standards for Investment Products

Read the Standards (PDF).
Global ESG Disclosure Standards for Investment Products Errata – June 2022 (PDF).
Order the Global ESG Disclosure Standards for Investment Products on Amazon
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Global ESG Disclosure Standards for Investment Products Handbook

Read the Handbook (PDF).
Global ESG Disclosure Standards for Investment Products Handbook Errata – June 2022 (PDF).
Order the Handbook, which includes the Standards, on Amazon.
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Examination Procedures

Read the Examination Procedures (PDF)
These procedures enable independent examination of ESG Disclosure Statements. Order the Examination Procedures on Amazon.
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Translations

Read the translated versions of the Global ESG Disclosure Standards for Investment Products, Chinese, Japanese, Korean, and Thai.

Tools and Resources

The following documents were created to help investment managers understand and implement the Global ESG Disclosure Standards for Investment Products.

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